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Points Covered In Annual Financial Checkup 1. Do You have any other LIC policy purchased from any other Advisior? 2. Pvt.insurance policies? 3. Do you have MediclaimPolicy purchased from any other Advisior? 4. Do you have Pvt.Insurance policies ? 5. What is your total Medical Insurance cover? 6. Do you have any medical insurance cover for your parents/senior Citizen? 7. Do you have a personal Accident Policy for you or any family Member? 8. Do you have House holder Policy? 9. Do you have car Insurance? Which company? 10. Do you have a professional indemnity cover? 11. Do you have a Key man Insurance? 12. Do you have Employer Employee insuance? 13. Do you travel Abroad? 14. From where you buy overseas Mediclaim Policy? 15. Do you have a shop / office? Is it insured? 16. Risk Assesment ( Business & Personal ) 17. Risk Management ( Business & Personal )

Annual Financial Check up questionaire

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Points Covered In Annual Financial Checkup1. Do You have any other LIC policy purchased from any

other Advisior?2. Pvt.insurance policies?3. Do you have MediclaimPolicy purchased from any other

Advisior?4. Do you have Pvt.Insurance policies ?5. What is your total Medical Insurance cover?6. Do you have any medical insurance cover for your

parents/senior Citizen?7. Do you have a personal Accident Policy for you or any

family Member?8. Do you have House holder Policy?9. Do you have car Insurance? Which company?10. Do you have a professional indemnity cover?11. Do you have a Key man Insurance?12. Do you have Employer Employee insuance?13. Do you travel Abroad?14. From where you buy overseas Mediclaim Policy?15. Do you have a shop / office? Is it insured?16. Risk Assesment ( Business & Personal )17. Risk Management ( Business & Personal )